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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
4
users have commented on this narrative
33
users have followed this narrative
New
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
New
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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S.P. Apparels
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Future Capacity Expansions In Sivakasi And Sri Lanka Set To Strengthen Apparel Operations
Key Takeaways Strategic expansion and capacity growth in India and Sri Lanka position S.P. Apparels for revenue growth amid shifting global trade dynamics. Operational efficiencies from integration and increased capacity utilization are expected to boost margins and drive strong demand and earnings growth.
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₹1.01k
FV
22.1% undervalued
intrinsic discount
16.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Five-Star Business Finance
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Technology Investments And Branch Expansion Will Drive Enduring Progress
Key Takeaways Focus on higher-quality customers, improved risk evaluation, and technology upgrades is enhancing asset quality, stabilizing credit costs, and supporting stronger margins and earnings. Extensive branch network in underserved markets positions the company for sustained growth as credit access broadens and regulatory changes foster a healthier lending environment.
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₹771.27
FV
24.4% undervalued
intrinsic discount
22.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
6 days ago
author updated this narrative
Ashtead Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Mega Projects And VDOS 40 Launch Will Improve Market Presence And Operational Efficiency
Key Takeaways Strategic focus on mega projects and customer relationships is poised to drive significant growth in rental revenue and improve overall margins. Expansion through new openings and acquisitions, along with improved cost control, positions the company for future growth and enhanced profitability.
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UK£54.98
FV
9.2% undervalued
intrinsic discount
4.27%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
6 days ago
author updated this narrative
Instone Real Estate Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Projects Targeting Growth Opportunities Act Will Tap Future Potential
Key Takeaways Strategic project launches in key locations and strong investor interest suggest potential for future revenue and sales growth. Innovative construction management and strong financial position enable Instone to capitalize on market opportunities and maintain profitability.
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€11.58
FV
18.3% undervalued
intrinsic discount
23.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Gooch & Housego
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Acquisition Of Phoenix Optical Will Strengthen Aerospace And Defense Segment
Key Takeaways Strategic acquisitions and focus on higher-margin sectors aim to increase efficiency, positively impacting revenue and net margins. Expansion into lower-cost regions and innovative product development in defense and photonics are expected to drive revenue and margin improvements.
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UK£7.33
FV
20.6% undervalued
intrinsic discount
8.60%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 days ago
author updated this narrative
Lassonde Industries
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US Build-Back Plan And Specialty Food Investments Will Upgrade Capacity
Key Takeaways Strategic investments and acquisitions aim to diversify and grow the U.S. market, enhancing production capabilities and potential revenue streams. Efforts to expand foodservice and implement new packaging technology indicate plans for increased market reach and improved efficiency.
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CA$252.75
FV
14.4% undervalued
intrinsic discount
5.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
6 days ago
author updated this narrative
PARK24
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Mobility Business And Technology Investments Will Improve Future Operational Efficiency
Key Takeaways Strategic international expansion and technology investments likely boost revenue and net margins while restructuring enhances profitability abroad. Financial stability efforts expected to support sustainable growth and improve earnings per share in the future.
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JP¥2.69k
FV
27.4% undervalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
HCL Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 44 Analysts
Robust Bookings And AI Collaboration Will Shape Future Markets
Key Takeaways Strategic moves in AI and public sector markets signal potential for revenue expansion and operational efficiency improvements. Software segment growth driven by consolidation and emerging market expansion supports overall revenue enhancement.
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₹1.70k
FV
13.8% undervalued
intrinsic discount
6.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
6 days ago
author updated this narrative
Cedar Woods Properties
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Diversification And Partnerships Will Leverage Australia's Housing Demand
Key Takeaways Cedar Woods' diverse portfolio strategy and key partnerships aim to boost revenue stability, growth, and margins by appealing to various customer segments and reducing capital intensity. Housing shortages and potential interest rate cuts favor Cedar Woods, enhancing pricing power and sales while focusing on sustainable developments for higher-margin appeal.
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AU$7.37
FV
1.4% undervalued
intrinsic discount
10.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
6 days ago
author updated this narrative
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